Wadsworth v. Murray

51 N.Y.S. 1038

This text of 51 N.Y.S. 1038 (Wadsworth v. Murray) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wadsworth v. Murray, 51 N.Y.S. 1038 (N.Y. Ct. App. 1898).

Opinion

WARD, J.

The will of James Wadsworth devised to his two sons, James S. and William W., all the land and real estate of which he should die seised in the towns of Geneseo and Avon, in the county of Livingston, except what should thereafter be specifically devised, one-half to be held by each devisee during his natural life, and, if he should die leaving lawful issue, such issue to take an estate in fee, but, in case of dying without issue, the surviving brother was to take the fee therein; with power of sale during their lives, as the joint act of the two sons. He then devised to each of his sons one-fourth of all other lands held by him, in fee, not specifically devised therein. He then devised unto Martin Brimmer and to his (the testator’s) two sons another fourth of all said real estate outside of the towns of Geneseo and Avon, aforesaid, as trustees for his daughter, Elizabeth, to have, hold, and dispose of for the benefit of Elizabeth, in the same manner as hereinafter stated as to the devise for the benefit of Martin Brimmer, Jr., and, if Elizabeth left issue, her surviving, such iésue should take an estate in fee in the real estate thereby devised to trustees; but, in case Elizabeth should die without issue, then the same provision was made as to the descent and the vesting of the estate in the heirs at law as was made in the case of Martin Brimmer. And the will further provided as follows:

“I give and devise unto the said Martin Brimmer, James S. Wadsworth, and William W. Wadsworth one other fourth part of all the real estate I may have at the time of my death not hereinbefore or hereinafter specifically devised, wheresoever situate, as trustees for my grandson, Martin Brimmer, Jr., to have and to hold the same, as such trustees as aforesaid, to them and to their successors in office, so long as the said Martin Brimmer, Jr., shall live, in trust to receive the rents, profits and income thereof until the said Martin Brimmer, Jr., shall attain the age of twenty-one years (if he shall so long live), and to invest such vents, profits, and income in the same manner that they are herein-before authorized to invest the proceeds of real estate devised to them in trust for my daughter, Elizabeth, and to hold the same upon like trusts, but for the benefit, nevertheless, and as trustees, of the said Martin Brimmer, Jr,; and after the said Martin Brimmer, Jr., shall arrive at the age of twenty-one years, they shall annually pay to the said Martin Brimmer, Jr., the rents, profits, and income of the lands herein conveyed to them in trust for him, and the rent, profits, and income of all accumulations thereof, before he shall arrive at the age of twenty-one years. And in case the said Martin Brimmer, Jr., shall die leaving lawful issue, him surviving, such issue shall take an estate in fee in the real estate hereby devised in trust for him, and the entire and absolute estate and interest in such accumulations, as are hereinbefore provided for. And in case the said Martin Brimmer, Jr., shall die leaving no lawful issue, him surviving, then, and in that case, the estate in said lands, and the entire and absolute estate and interest in such accumulations, shall descend to and vest in my heirs at law in the same manner that it would have descended to and vested in them if this will had not been made and the said Martin Brimmer, Jr., had died without issue before my decease.”

The will further authorized the trustee to sell all or any part of this real estate, and to invest the proceeds for the benefit of the cestui que trust, and it also bequeathed to the trustee one-fourth of all the personal property that the testator should have at the time of his death not otherwise bequeathed, to receive the income and profits, and pay the same annually to Martin Brimmer for the benefit of his son Martin Brimmer, Jr., until he should attain the [1041]*1041age of 21 years, if he should live so long; and when Martin Brimmer, Jr., should arrive at the age of 21 years, the estate and interest in the personal property thus bequeathed in trust should vest absolutely in the said Martin Brimmer, Jr., and the trust thereby created, so far as the same related to such personal property, should end..

The trial court, in construing the provisions of the will above quoted, held “that a remainder estate was therein and thereby created in favor of the heirs of the testator living at the time of his death in equal shares, excluding the said Martin Brimmer, Jr., to wit, William W. Wadsworth, James S. Wadsworth, and Elizabeth Wadsworth (afterwards Elizabeth Murray), which remainder estate, so therein and thereby devised to them, vested in possession upon the death of Martin Brimmer, Jr., leaving no lawful issue him surviving”; and also the same direction should be given to the proceeds of land sold by virtue of the power of sale contained in the will, to be disposed of in the same manner that the lands would have descended and been disposed of if they had not been sold. And further held “that' the remainder estate in the said lands of the said Elizabeth Murray descended upon her death to her brothers, James S. Wads-worth and William W. Wadsworth, and her nephew Martin Brimmer, Jr., in equal shares, as her heirs at law, and not to the defendant Charles James Murray, by reason of his alienage.”

With this conclusion of the trial court all of the parties to this action are content except the appellant Murray; and the position of his learned counsel is that the remainder in question is contingent; that, whether it be contingent or not, in any event the “heirs at law” —the class to take—are determinable only on Martin Brimmer, Jr.’s, death, and include only those of the class in existence at that time, so that their surviving that event becomes absolutely essential, in order that they may share in the distribution of the trust property; that Murray, on Brimmer’s death, became one of that class (heirs at law of the testator), and so took by devise under the will. It would thus be unnecessary for him to trace his title by descent through his mother, and, under the statutes of this state, he, though an alien, would be entitled to take under such a devise. And the counsel seeks to fortify this position by urging the following considerations: That the will should not be so construed as to disinherit Murray, a lineal descendant of the testator; that upon the face of the will it is clear that the testator intended to exclude Brimmer personally, and all claiming through him, who should not be of the blood of the testator, from any participation in the actual division of the real estate held in trust for Brimmer’s benefit, upon the falling in of the remainder; that while conceding the general rule that, upon a gift or devise to heirs or to heirs at law, those heirs are to be ascertained as of the time of the death of the testator, this case is taken out of the general rule by the language of the devise itself, which provides that, “in case the said Martin Brimmer, Jr., should die leaving-no lawful issue, him surviving, then, in that case, the estate in said lands, and the entire and absolute estate and interest in such accumulations, shall descend to and vest in my heirs”; that, as the testator has excluded one of his heirs at law, Brimmer, the remaining [1042]*1042heirs take larger and different interests than they would have taken', in case of intestacy, and thus a class is created which makes an. exception to the general rule; that the word “heirs” in this devise is not used in an ordinary or narrow sense, but applies to all persons who would take as heirs at law of the testator upon the death of' Brimmer.

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Bluebook (online)
51 N.Y.S. 1038, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wadsworth-v-murray-nyappdiv-1898.